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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1626
Financial Management Professionals
Texas
$309K +$11.4K +95 +4%
1W
1627
1776 Wealth
Georgia
$308K – – –
CTB
1628
Country Trust Bank
Illinois
$308K +$21.4K +179 +7%
SSG
1629
Summit Securities Group
New York
$308K +$335K +2,800 New
GSEP
1630
Golden State Equity Partners
California
$308K +$239 +2 +0.1%
AWMM
1631
Aegis Wealth Management (Maryland)
Maryland
$306K -$239 -2 -0.1%
BW
1632
BIP Wealth
Georgia
$306K -$13.9K -116 -4%
SFP
1633
Shepherd Financial Partners
Massachusetts
$306K -$13.6K -114 -4%
HCA
1634
Harbour Capital Advisors
Virginia
$305K – – –
BIM
1635
Bridges Investment Management
Nebraska
$305K -$66.6K -557 -17%
PWM
1636
Palumbo Wealth Management
New York
$303K -$5.62K -47 -2%
MHIC
1637
Marble Harbor Investment Counsel
Massachusetts
$303K -$12K -100 -4%
EW
1638
Evoke Wealth
California
$303K +$42.3K +354 +15%
MFC
1639
Mechanics Financial Corp
Ohio
$303K – – –
HWA
1640
Heartwood Wealth Advisors
Virginia
$302K -$17.3K -145 -5%
CGL
1641
Clarius Group LLC
Washington
$302K +$19.7K +165 +6%
OWP
1642
ORG Wealth Partners
Texas
$302K +$329K +2,752 New
BFG
1643
Birch Financial Group
New Hampshire
$302K +$328K +2,743 New
SEP
1644
Southland Equity Partners
Missouri
$301K +$5.62K +47 +2%
JWM
1645
Jacksonville Wealth Management
Florida
$301K -$18.9K -158 -5%
BOJHT
1646
Bank of Jackson Hole Trust
Wyoming
$301K +$14.9K +125 +5%
CAC
1647
Core Alternative Capital
Georgia
$300K -$9.8K -82 -3%
CFS
1648
Cannon Financial Strategists
Georgia
$299K – – –
QL
1649
Quarry LP
New York
$299K +$263K +2,201 +425%
MPM
1650
MBB Public Markets
Illinois
$297K +$323K +2,700 New
64 65
66
67 68